Simon Gilmartin Email & Phone Number

155 Wellington Toronto

RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC) and includes institutional money managers BlueBay Asset Management and Phillips, Hager & North Investment Management. RBC GAM is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. At RBC GAM, I am responsible for the development, communication and execution of the sales strategy for the Enterprise Distribution Strategy (EDS) team in support of the RMFI Dealer network. I lead the annual planning process including establishing priorities, objectives, targets and ongoing tracking mechanisms. I work closely with the RBC GAM Leadership team to create a consistent business-wide operation model and communication plan and am the primary contact with different RBC internal partners on strategic projects and initiatives. A member of the Mutual Fund Distribution operating committee.

Toronto, Canada Area

At DWG Performance our mission is to continuously improve mid to large sized corporations’ ability to drive performance, productivity and profitability through deep client insight, performance analytics & strategic sales and marketing execution. We do this by leveraging a unique systemic approach to strategic execution that transcends industries and which leads to uncovering quantified opportunities to drive profitable business performance & growth.Responsible for overall strategic direction, execution and growth of the company- Company formation Sept 2014.- Business model, brand and marketing tools developed and launched.- Core consulting model and team built and assembled www.dwgperformance.ca.- Created, developed and launched the Travel Learning Campus - Created, developed and currently piloting the Travel Call Centre with large Travel industry retailer.- Created and developed the Travel Incentive Program for future launch in the Travel industry.

Toronto, Canada Area

Developed and executed a strategy for RBC Insurance products through RBC Wealth Management focusing on both personal and business clients. - Created distribution model for WM to drive $15.3 million in new Group and DI premium.- Created a new distribution model to drive $56.3 million in new Life and Disability sales - Created a new strategy to drive $432 million in new Segregated Fund deposits.

Toronto, Canada Area

Member of the RBCI Sales and Distribution Operating Committee. Channel leadership of 3 national sales forces (Travel Insurance sales, Group sales (Home and Auto / Life and Health) and Business Advisors) with an annual sales plan in excess of $150 million.- Consistently exceeded sales targets including 101% or $107 million of 2013 travel sales plan - Multiple Industry awards including Baxter Media Agents Choice Award in 3 years.- Led the transformation / reengineering of 3rd party travel and proprietary group sales forces.- Led the team on major RFP opportunities and built strong relationships with key national accounts.

Toronto, Canada Area

Led redesign and implementation of RBCI sales and distribution structures.Designed new structure for product and sales and distribution including meeting key targets established.Led a team in the creation of a sales shared service model including distribution and channel strategy, sales and role strategy, sales effectiveness and sales support as well as consolidating all sales forces to achieve $14.5 million in savings off NIE baseline of $97 million.

Toronto, Canada Area

Drove the transformational client and distribution strategy and marketing for business clients Member of the RBC Insurance Sales and Distribution and Home and Auto Operating Committees. P&L for Group, Commercial, Trade Credit- Second time RBC cruise winner.- Launched Commercial and Trade Credit Insurance through strategic partnership with AON.- Launched Business Creditor Disability product.- Created and launched the Insurance Call Centre for business clients.- Created group strategy for RBC Insurance and ran proprietary group sales forces- Launched H&D benefits program for individual business owners through Manulife partnership.- Developed and led the execution of the General Insurance Advice strategy for business clients.

Toronto, Canada Area

Client and distribution strategy, product management (P&L for $30 million business creditor block), marketing and sales materials, tools and programs, sales reporting and performance metrics and compensation

Brampton, Ontario

P&L accountability ($600 million book)

Toronto, Canada Area

Training strategy for RBC banking (Personal, Business and Commercial Markets)

Sales and marketing–Online Banking & Key RBC strategic partnerships (i.e. Moneris)